Aspire Private Capital’s Anaplan, Inc. PLAN Stock Holding History

Aspire Private Capital’s Portfolio PLAN Stock Details PLAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10	Closed	-$1K	–	624
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	454
2020 Q3	$1K	Buy	+10	New	+$515	﹤0.01%	456
2020 Q1	–	Sell	-10	Closed	-$1K	–	520
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	478
2019 Q3	$0	Hold	10	–	–	﹤0.01%	577
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	510
2019 Q1	$0	Buy	+10	New	+$337	﹤0.01%	618

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Aspire Private Capital's PLAN Position: Q1 2021 in Review

Aspire Private Capital sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Aspire Private Capital first reported a position in PLAN in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Aspire Private Capital reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Aspire Private Capital sold 10 Anaplan, Inc. shares in Q1 2021, an estimated $1K.
Aspire Private Capital first reported a position in Anaplan, Inc. in Q1 2019 and held it in 6 quarters.
Aspire Private Capital's Anaplan, Inc. position peaked at $1K in Q4 2020.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Aspire Private Capital's 13F filing for Q1 2021, filed 26 May 2021.